-28.5%
VST vs VO
+13.8%
-42.3%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.7% | +4.6% | +3.0% |
| 7D | -0.5% | -0.1% | -0.4% | -0.4% |
| 30D | -17.1% | +0.5% | -17.6% | -17.7% |
| 3M | -4.6% | -1.0% | -3.6% | -3.0% |
| 6M | -9.1% | +6.4% | -15.5% | -17.7% |
| YTD | -16.6% | +13.6% | -30.2% | -29.7% |
| All | -28.5% | +13.8% | -42.3% | -39.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling